Right Tail Capital provides ongoing asset management services to clients, determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, asset selection, asset allocation, portfolio monitoring, and the overall investment program are based on these factors. Clients authorize Right Tail to execute investment program transactions. Right Tail also publishes a periodic newsletter, provided free to clients.
Assets Under Management$26M
Clients55
Advisors1
Avg. per Client$470K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee is negotiable. Firm also offers a performance-based fee option, where clients pay 25% of the annual portfolio performance above 6%. Clients that elect to pay a performance fee will not be charged the standard asset management fee. This fee is also negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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